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Atlas Capital Advisors’s Prudential PUK Stock Holding History

Atlas Capital Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,134
Closed -$241K – 1017
2022
Q1 		$241K Sell
8,134
-16,383
-67% -$523K 0.04% 323
2021
Q4 		$844K Buy
24,517
+22,216
+965% +$843K 0.13% 136
2021
Q3 		$90.2K Buy
+2,301
New +$89K 0.01% 456
2021
Q1 		– Sell
-1,159
Closed -$41.5K – 822
2020
Q4 		$41.5K Buy
+1,159
New +$35.6K 0.01% 482
2020
Q3 		– Sell
-1,755
Closed -$51.7K – 517
2020
Q2 		$51.7K Hold
1,755
– – 0.01% 473
2020
Q1 		$42.2K Sell
1,755
-1,849
-51% -$58.9K 0.01% 456
2019
Q4 		$133K Sell
3,604
-6,504
-64% -$229K 0.03% 366
2019
Q3 		$357K Sell
10,108
-1,689
-14% -$62.8K 0.11% 235
2019
Q2 		$501K Buy
11,797
+80
+0.7% +$3.33K 0.16% 170
2019
Q1 		$457K Sell
11,717
-156
-1% -$6.02K 0.16% 159
2018
Q4 		$407K Sell
11,873
-4,238
-26% -$162K 0.16% 165
2018
Q3 		$706K Sell
16,111
-10,643
-40% -$471K 0.24% 118
2018
Q2 		$1.19M Buy
+26,754
New +$1.31M 0.42% 63

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Capital Advisors's PUK Position: Q2 2022 in Review

Atlas Capital Advisors sold out of Prudential (PUK) in Q2 2022, closing a stake of 8,134 shares — an estimated $241K sold.

Atlas Capital Advisors first reported a position in PUK in Q2 2018 and held it in 13 quarters. The position peaked at $1.19M in Q2 2018. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

  • Atlas Capital Advisors reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 8,134 Prudential shares in Q2 2022, an estimated $241K.
  • Atlas Capital Advisors first reported a position in Prudential in Q2 2018 and held it in 13 quarters.
  • Atlas Capital Advisors's Prudential position peaked at $1.19M in Q2 2018.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.